Coaches need to juggle endless responsibilities while fostering positive client connections. That’s where Client Relationship Management (CRM) software comes in handy.
It’s the unsung hero of coaches who handles their admin tasks so they can focus on what matters most—guiding clients toward optimal performance.
Discover the best CRM for coaches and how you can navigate it to run your business like a well-oiled machine.
What is a CRM?
CRM is software that stores all the key information about your client communications. It collects insights into a centralized system so you can better understand your prospects and coaching clients and improve their experience working with you.
It’s a business solution that’s proven to bring tangible benefits for small companies; businesses adopting CRM witness a staggering 29% surge in sales revenue.
Think of CRM as your coaching brain, capturing the progress, preferences, and pivotal moments of your clients in one central hub. No more drowning in scattered notes; your CRM ensures that every coaching session that you deliver counts.
It remembers your client’s:
- Contact information,
- Communication history,
- Purchase details,
- Preferences,
- And interactions with you.
You can use it to nurture leads, track your client acquisition goals, or fine-tune your marketing strategies.
How to choose a CRM for coaches
- Opt for an intuitive interface to save you time and simplify your daily tasks
- Choose a platform that allows personalization to align with your coaching style and specific business requirements
- If HIPAA compliance is important for your business, choose CRMs with security features to safeguard sensitive client information
- If you use other business tools, pick one that integrates with them to simplify your workflow
- Consider other features, such as creating personalized meal plans or streaming your workout sessions
12 best CRMs for coaches
Here are 12 of the best CRMs for life coaches, consultants, and health professionals for client acquisition and management.
1. Profi
Profi is a strategic asset for coaches who want to methodically scale their businesses. It has great payment and communication features that let you manage clients and sessions seamlessly.
Coaches, consultants, trainers, and therapists find Profi invaluable for crafting customized packages and connecting easily with clients. It has diverse communication tools, including chats, calls, and video sessions, plus a community discussion area for some meaningful interaction.
Profi can also produce professional-looking landing pages and deliver courses. It’s a great tool if you want a streamlined approach to client management and business optimization.
Notable features include:
- SMS notifications for clients
- Easier communication with solutions like video conferencing
- Online coaching sessions in groups or one-on-one
- Co-authoring coaching programs with other professionals
- Simple, secure, and automated payments
2. HoneyBook
Another expandable and top-notch CRM software for coaching services is HoneyBook, an all-in-one system for customized training solutions. Health coaches, business coaches, and life coaches will all find this program versatile and useful.
With HoneyBook’s feature-packed suite, you can customize your brand and craft client-specific plans. It also has automated communication features to enhance your connection with clients without the need for manual work. Plus, it lets you schedule your meetings and flesh out your marketing strategies with contact forms and brochure templates.
The online payment software of HoneyBook makes it easier to manage revenue and boost sales. For example, by setting up recurring payments for clients.
Notable features include:
- Simple and secure invoicing and online payment options
- Built-in client proposals to support scalability
- Integrations with other systems like Zapier, Gmail, and QuickBooks
- Easy task management and program scheduling
- Automated features like customized emails, reminders, and questionnaires for improved client relationships
3. Coach Logix
Coach Logix is a free CRM for coaches, making it a rare gem for small-scale coaching businesses. It has a diverse array of features, like session scheduling, progress tracking, and an invoicing system.
While the free version is decent for solopreneurs, the paid versions unlock some pretty neat advanced benefits for scaling your coaching business.
Notable features include:
- Great analytics features
- Organized billing and invoice management
- Session scheduling
- An intuitive performance breakdown
4. Bitrix 24
Bitrix24 is an all-in-one business app for collaboration and customer management. It’s particularly handy if you have a bigger team running your coaching business. You can use it to add contacts, set up a sales pipeline, and generate reports. It’s a highly customizable app, allowing you to rearrange fields on the contacts page for a personalized experience.
It has some solid goal-setting features to help you work towards your objectives, and you can set up notifications to keep you on track with them. It also stands out in reporting, even on the free plan, offering great analytics options.
Beyond CRM, it’s a team collaboration hub with features like an activity stream, chat, calls, project management, file drive, and a website builder. With hundreds of integrations and Zapier compatibility, Bitrix24 lets you and your team automate many of your complex business processes.
Notable features include:
- Multi-account access
- Tracking progress on tasks
- Managing meetings
- Communication tools for customer relationship management
- Password-protected file sharing
5. Satori
Satori includes features like scheduling, client engagement, and business growth tools. It’s easy to use and won’t break the bank—perfect for coaches just starting out.
With a range of features, including CRM, automation, group coaching, and billing, it covers the essentials. It also integrates with all major business apps like Google Calendar, MailChimp, and PayPal.
Satori’s Discovery Questionnaires help you qualify clients and set the stage for meaningful discussions. You can set up multi-session packages for clients and keep track of their progress through easily accessible session notes. Satori is ideal for coaches looking for a simple, effective, and budget-friendly CRM solution.
Notable features include:
- Easy-to-use interface
- Sign agreements and onboard client management
- Manage all client accounts safely
- Simple meeting scheduling options
- Create and send customized and detailed questionnaires
6. Nudge Coach
Nudge Coach, as the name says, is tailored for coaches specifically. You can use it to track the habits and action steps of your clients between sessions. You can also create customized plans for the people you work with based on their specific objectives. It’s perfect for health coaches and other professionals focusing on establishing better habits in their clients’ lives.
Besides habit tracking, you can use Nudge Coach to send real-time messages and schedule notifications to clients. Detailed insights about their progress help you understand which one of them needs more attention and guidance.
Notable features include:
- Daily habit tracking
- Customized coaching journeys
- Individual client data and analytics
- Community forums
- Challenges to boosting engagement in group coaching programs
7. Practice Better
Practice Better is an accountability tool mixed with a simple CRM system made for health coaches. It handles bookkeeping, recommendations, and payments in one neat system. Plus, it’s HIPAA compliant, making it an ideal choice for health professionals too.
Practice Better syncs with other systems in your client management workflow, like Dropbox or Google Drive. It’s a versatile business app that lets you develop coaching programs and scale your practice.
Notable features include:
- Video calls for sessions
- Client forms
- Easy schedule management
- Automated payment features and invoicing
8. MBody360
MBody360 is a go-to toolkit for health and wellness coaches that helps you streamline your practice effortlessly. It handles client data, health plans, and communication in one user-friendly interface.
You can create personalized lifestyle plans with supplementation, diet, sleep schedule, and other activities. This way, you can tailor each client’s journey to their personal objectives and track their progress as they go along. You can even sync their health data with apps like Google Fit and Apple Health.
Notable features include:
- Customized meal plans
- Easy session scheduling
- Sleep and exercise monitoring
- Easy-to-navigate interface with real-time data
- Recipes for different diets
9. Quenza
This particular CRM software is a particularly great fit for mental health coaches. You can set up activities for better well-being, track your client’s progress, and send them additional resources tailored to their individual objectives.
Quenza is built in mind with the importance of keeping up the momentum during your coaching process. You can send motivational videos to your clients or schedule messages in advance to give them a little boost in motivation. You can also design their coaching exercises, reflection prompts, and meditations in advance and keep them engaged between sessions.
Notable features include:
- Proposal templates and quotes
- Sales reporting
- Automated workflow management
- Video, audio, and text scheduling
10. TrueCoach
TrueCoach is a great choice for fitness professionals, especially personal trainers. You use it to hold online training sessions, connect with your clients remotely, and share workout videos or guides with them.
What sets TrueCoach apart is its focus on accountability and engagement. Its features revolve around improving the coaching experience rather than managing your coaching business.
If you’re in the fitness industry and want a platform that puts coaching first, TrueCoach has got your back.
Notable features include:
- Online training sessions
- Workout session management
- Tracking the nutrition intake of your clients
- Real-time messaging
11. CoachesConsole
CoachesConsole is a go-to CRM for business coaches and consultants. It handles contracts, payments, and invoices.
You can also use it for scheduling both your discovery sessions with prospects and your coaching appointments.
Notable features include:
- Calendar and scheduling
- Payment processing
- Client information management
- Website templates
12. My Coach Office
My Coach Office simplifies your coaching business by handling all your client management tasks. You can use it for appointment scheduling, invoicing, and goal tracking.
Besides regular admin features, My Coach Office lets you create shared journals for pre- and post-session notes. You can also build online courses with it, allocate homework to your clients, and manage your group coaching cohorts.
Notable features include:
- Client management
- Goal tracking
- Appointment scheduling
Build a thriving coaching business
CRM tools help you manage the admin tasks in your coaching business, turn prospects into paying clients, and customize their coaching journeys. Hopefully, this guide has given you the answer to what the best CRM is for coaches in your niche.
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